See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,801 | $133,958-21.0% | $112,228-5.7% | $134,475-21.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 8.33% | 47.11%-38.8pp | 27.45%-19.1pp | 417.96%-409.6pp |
| Employer contribution / active EE | $4,444 | $4,038+10.1% | $3,635+22.3% | $4,740-6.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $110 | $7,489-98.5% | $6,410-98.3% | $11,426-99.0% |